JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ALTA CAPITAL MANAGEMENT LLC/'s Holding History (CIK: 0001093589)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,622 Value ($000) $8,256 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 26,005 Value ($000) $8,203 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 27,878 Value ($000) $8,082 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 26,678 Value ($000) $6,544 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 26,790 Value ($000) $6,422 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 27,580 Value ($000) $5,816 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 27,574 Value ($000) $5,577 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 27,646 Value ($000) $5,538 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 26,772 Value ($000) $4,554 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 26,039 Value ($000) $3,776 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 26,547 Value ($000) $3,861 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 26,737 Value ($000) $3,484 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 26,177 Value ($000) $3,510 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 25,391 Value ($000) $2,653 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 17,985 Value ($000) $2,025 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 17,602 Value ($000) $2,399 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 16,127 Value ($000) $2,553 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 15,261 Value ($000) $2,498 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 29,140 Value ($000) $4,532 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 27,376 Value ($000) $4,167 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 18,279 Value ($000) $2,322 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 36,090 Value ($000) $3,474 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 61,037 Value ($000) $5,741 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 55,538 Value ($000) $5,000 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 38,615 Value ($000) $5,383 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 38,736 Value ($000) $4,558 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 40,793 Value ($000) $4,560 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 39,565 Value ($000) $4,005 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 3,387 Value ($000) $330 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 2,187 Value ($000) $246 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 2,187 Value ($000) $227 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 2,187 Value ($000) $240 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 2,550 Value ($000) $272 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 2,680 Value ($000) $255 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 2,680 Value ($000) $244 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 2,680 Value ($000) $235 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 3,521 Value ($000) $303 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 4,021 Value ($000) $267 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 4,096 Value ($000) $254 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 5,046 Value ($000) $298 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 5,496 Value ($000) $362 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 5,367 Value ($000) $327 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 3,389 Value ($000) $229 Avg Close $49.14 Range $44.89 - $52.55
Q2 2014
Shares 3,550 Value ($000) $204 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 3,600 Value ($000) $218 Avg Close $42.08 Range $39.47 - $44.77
Q3 2013
Shares 3,950 Value ($000) $204 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 4,975 Value ($000) $262 Avg Close $36.24 Range $32.83 - $39.86